Strategic Wealth Planning offers investment management through both discretionary and non-discretionary accounts, as well as financial planning and pension consulting. For investment management, they create individualized portfolios based on client goals and objectives, reviewing them at least monthly. Financial planning covers areas like retirement, estate, tax, and education planning. Strategic Wealth Planning may also refer clients to third-party money managers.
Assets Under Management$200M
Clients196
Advisors1
Avg. per Client$1M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.85% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.60% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.5M | 1.10% |
| $3.5M - $5.0M | 1.05% |
| $5M+ | 1.00% |
Some clients may have a tiered fee schedule implemented in 2016: - First $750,000: 1.50% - Next $1,250,000: 1.00% - Next $1,500,000: 0.98% - Over $3,500,000: 0.95%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...